Hello and Welcome to our January 2026 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly shortened podcast like audio format as well as a Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets thoughts and current events!
Hope you enjoy!
JANUARY ! WOW 2026 Video
YouTube
Financial Planning Tip(s)
Tax Time Lines and Link to Giant Legend Sheet for 2026
As tax season officially starts, one of the first questions we get out of the gate is when can we expect our tax forms… From our post this month … here are both the expected times (not guaranteed) and also an abbreviated employer time line as well…
Employer Estimated Time Lines
Capital Market Comments
New FOMC Chair
With Jerome Powell’s tenure ending in May of 2026, near the very end of the month a new Chair was submitted…. Kevin Warsh… Here is a link to his bio on the Federal Reserve page…
Looked for a picture of Mr. Warsh…. nothing that was certain not copyrighted… will have plenty soon!
Remember there is a vetting process and the Senate must ultimately approve….
Treasury Market – AKA Interest rates – Especially the 10 year (Orange line) is a great place to watch for market approval
Have a Great Day talk to You at the end of January – 2026!
John A. Kvale CFA, CFP
AI Content Authenticity: -. All of the following written content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note so when used.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
